"Creating a quotation takes 30 minutes in Excel. With wrong GST half the time."
Copy-paste from old quotes, manually calculate GST, format the layout, convert to PDF, attach to email. Your sales team spends more time making quotes than selling.
Send quotes in 2 minutes.
Close deals, not spreadsheets.
Quotation management software that replaces your Excel quotes with professional, trackable proposals. GST-compliant, shareable on WhatsApp, with follow-up reminders so no deal dies from neglect.
The problem
Sound familiar?
"I sent 50 quotes last month. I have no idea which ones are still alive."
Quotes sent by email disappear into inboxes. Nobody follows up systematically. You don't know if the customer opened it, is comparing prices, or already bought from someone else.
"Customer asked for revision 4. I can't find revision 2."
Each revision is a new Excel file with a slightly different name. Version control is nonexistent. When the customer asks about a specific version, your team scrambles through folders.
How it worksUp and running in days,
Up and running in days,
not months.
Step 1
Create quotes from templates — select products, quantities, rates. GST calculated automatically.
Step 2
Send via WhatsApp or email — professional PDF quotation shared in one click.
Step 3
Track and follow up — see when quotes are opened. Automated follow-up reminders.
Step 4
Convert to invoice — accepted quotes become GST invoices with one click. No retyping.
FeaturesEverything you need.
Everything you need.
Nothing you don't.
Quick quote creation
Select from your product catalogue, add quantities and rates. Professional PDF quotation generated in under 2 minutes. Customisable templates with your branding.
Automatic GST calculation
CGST, SGST, IGST calculated automatically based on customer location. HSN codes, SAC codes and tax breakdowns included.
Quote tracking and analytics
Track quote status: sent, opened, pending, accepted, rejected. See your win rate, average deal size and time-to-close by customer and product.
Automated follow-up reminders
Set follow-up schedules for pending quotes. The system reminds you when it's time to follow up. Most deals die from lack of follow-up, not lack of interest.
Revision management
Create revisions without losing previous versions. Full history of every quote revision with changes highlighted. No more file-naming confusion.
One-click invoice conversion
When a customer accepts, convert the quotation to a GST-compliant invoice with one click. No retyping, no errors.
WhatsApp and email sharing
Share quotations directly on WhatsApp or email. Most Indian business happens on WhatsApp — meet your customers where they are.
Product catalogue management
Maintain a master catalogue with product descriptions, images, HSN codes and standard rates. Pull items into quotes from the catalogue.
Integrations
Works with what you already use.
WhatsApp Business
Share quotation PDFs directly on WhatsApp to customers and receive responses.
Tally
Sync accepted quotations and invoices with Tally for accounting and GST returns.
Send quotes via email with tracking to know when they're opened.
Excel and Google Sheets
Import product catalogues from Excel. Export quotation data for custom reporting.
Payment gateways
Add payment links to invoices for instant UPI or card payment collection.
CRM systems
Sync quote data with Zoho CRM, HubSpot or your custom CRM.
Pricing
Custom pricing for every team.
Affordable plans for teams of all sizes. Includes templates, product catalogue setup, team training and ongoing support. No per-quote charges.
Deployment & security
Built for Indian enterprises.
Cloud-based
Access from any device — desktop, laptop, tablet or phone. Create and send quotes from anywhere.
Quote data security
All quotation and customer data encrypted. Role-based access for sales teams. Complete audit trail.
Works offline too
Create quotes offline on mobile. They sync and send when you're back online.
QuestionsCommon questions
Common questions
about QuotationBox.
What is quotation management software and who needs it?+
Quotation management software helps businesses create, send, track and manage sales quotations professionally. Any business that sends quotes to customers — manufacturers, traders, service providers, contractors — needs it to close more deals faster.
Can the software automatically calculate GST on quotations?+
Yes. Automatic CGST, SGST and IGST calculation based on your and your customer's GST registration and location. HSN/SAC codes and tax breakdowns are included on every quotation.
How does quotation tracking improve sales conversion?+
By tracking which quotes are opened, pending or expired, and automatically reminding you to follow up. Most quotes are lost due to lack of follow-up, not pricing. Tracking fixes this systematically.
Can I convert quotations to invoices with one click?+
Yes. When a customer accepts a quote, convert it to a GST-compliant invoice with one click. All line items, taxes and customer details carry over automatically. No retyping.
Does the software support sending quotations via WhatsApp?+
Yes. Share professional PDF quotations directly on WhatsApp. Since most Indian business communication happens on WhatsApp, this dramatically speeds up the quote-to-response cycle.
Can I create different templates for different products?+
Yes. Create multiple quotation templates with different layouts, terms and branding. Select the appropriate template when creating a new quote.
How does the software track quotation revisions?+
Every revision is saved as a version with full change history. You can compare versions, see what changed, and revert if needed. No more file-naming chaos.
What is the cost of quotation management software in India?+
Affordable monthly plans with no per-quote charges. Pricing based on number of users. Contact us for a plan that fits your team size.
A conversation is a good place to startSee QuotationBox in action.
See QuotationBox in action.
Book a demo.
Tell us what could work better.
We'll show you exactly how it fits your workflow.